Lelah Financial offers financial planning on a broad-based or modular basis, covering areas like cash flow, retirement, education, tax, and estate planning. They also provide portfolio management services, tailoring investment strategies to client risk profiles and goals. Lelah Financial acts as a fiduciary, prioritizing client interests and disclosing any potential conflicts of interest.
Assets Under Management$29M
Clients16
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
Fees are based on a straight tier; all accounts are charged a single percentage rate that declines as asset levels increase. Accounts may be aggregated for the same household to discount the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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